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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,896 | $166,131+40.2% | $164,975+41.2% | $145,877+59.7% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 6.67% | 100.37%-93.7pp | 70.12%-63.5pp | 551.28%-544.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,786 | $6,962+40.6% | $6,033+62.2% | $6,691+46.3% |
| Admin fee / account holder | $3,060 | $16,648-81.6% | $12,688-75.9% | $13,402-77.2% |